Investment Portfolio Analyst

1 week ago


Los Angeles California, United States IDB Full time
Position Overview

As an Investment Portfolio Analyst, you will be responsible for conducting comprehensive financial evaluations and assessments for portfolio renewals, annual reviews, and modifications. This role requires a deep understanding of IDB's credit policies and the ability to assess the desired risk profile effectively.


Key Responsibilities

1. Proactively monitor the investment portfolio for signs of stress or risk, including:
- Failed covenants
- Declining financial statement trends
- Interruptions in payment schedules
- Devaluation of collateral

2. Maintain clear communication with Relationship Managers (RMs) regarding any credit or portfolio risk issues.

3. Identify and communicate opportunities for cross-selling, referrals, and credit expansion to RMs.

4. Ensure the timely and thorough collection of financial statements, rent rolls, and other necessary reporting documents to facilitate the completion of End of Month (EOM) reports essential for effective portfolio management.

5. Support RMs in delivering exceptional client service that aligns with the bank's high standards, including direct engagement with clients and prospects.

6. Stay well-informed on all client matters to mitigate risk effectively.

7. Conduct annual reviews of credit accounts.

8. Ensure full compliance with all client-related matters.

9. Achieve individual performance goals while contributing to team objectives.

10. Foster positive working relationships with all bank partners and segments.

11. Complete all required training in a timely manner.

12. Act as a true brand ambassador for the bank in all interactions.

13. Engage with clients as needed by RMs.

#LI-Hybrid



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